Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CNPFX (NEW PERSPECTIVE FUND CLASS 529-F-1) | 12.64% | 9.73% | 13.76% | 7.63% | 9.25% | 10.58% | 9.13% | 8.99% |
Data as of 07/11/2025, AR inception is 03/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNPFX (NEW PERSPECTIVE FUND CLASS 529-F-1) | 03/14/2002 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 9.73 | 13.76 | 7.63 | 9.25 | 10.58 | 9.13 | 8.99 | 12.64 | 11.77 | 19.29 | -28.16 | 10.14 | 28.32 | 30.29 | -5.84 | 29.10 | 2.01 | 5.54 | 3.37 | 26.98 | 20.94 | -7.49 | 13.06 | 37.67 | -37.83 | 16.32 | 20.05 | 11.28 | 14.05 | 35.46 | -18.28 |
| Sharpe Ratio | NA | 0.42 | 0.61 | 0.33 | 0.43 | NA | NA | 0.42 | 1.13 | 0.37 | 1.14 | -1.14 | 0.60 | 0.88 | 2.31 | -0.42 | 4.07 | 0.12 | 0.38 | 0.30 | 2.36 | 1.53 | -0.31 | 0.71 | 1.52 | -1.07 | 0.83 | 1.44 | 0.91 | 1.00 | 2.35 | -1.16 |
| Standard Deviation(%) | NA | 19.20 | 17.24 | 18.67 | 18.53 | NA | NA | 18.53 | 21.82 | 13.86 | 13.28 | 26.04 | 16.93 | 31.87 | 12.50 | 16.97 | 7.03 | 14.50 | 14.58 | 11.29 | 11.41 | 13.73 | 24.00 | 18.36 | 24.73 | 36.06 | 16.11 | 11.68 | 9.96 | 13.11 | 14.81 | 20.14 |
| Draw Down(%) | NA | 19.76 | 19.76 | 38.62 | 38.62 | NA | NA | 52.27 | 17.90 | 8.40 | 11.35 | 33.33 | 13.50 | 32.31 | 6.62 | 18.93 | 2.49 | 13.50 | 11.74 | 9.22 | 7.78 | 11.52 | 21.97 | 14.55 | 21.63 | 49.18 | 11.26 | 13.22 | 7.78 | 9.45 | 16.14 | 29.63 |
| Yield(%) | 0.00 | 0.74 | 1.07 | 0.85 | 3.37 | 5.15 | 5.27 | 5.79 | 0.00 | 0.86 | 1.30 | 0.71 | 0.54 | 0.50 | 4.91 | 6.84 | 6.96 | 4.08 | 6.32 | 7.00 | 6.68 | 1.43 | 1.18 | 1.44 | 1.80 | 6.50 | 9.45 | 8.94 | 8.13 | 0.99 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 03/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNPFX (NEW PERSPECTIVE FUND CLASS 529-F-1) |
-10.20%
Feb 2006 - Feb 2009 |
-1.77%
Feb 2004 - Feb 2009 |
5.93%
Dec 2006 - Dec 2016 |
5.82%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNPFX (NEW PERSPECTIVE FUND CLASS 529-F-1) |
25.64%
Mar 2003 - Mar 2006 |
21.22%
Sep 2002 - Sep 2007 |
15.10%
Sep 2011 - Sep 2021 |
12.42%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart